The Data Privacy Policy Module in MokoCRM provides tools to help manage personal data usage and ensure compliance with data protection regulations such as the General Data Protection Regulation (GDPR). This includes consent tracking, privacy notices, data retention management, and right-to-access or right-to-erasure features.
The Data Privacy Policy Module in MokoCRM provides tools to help manage personal data usage and ensure compliance with data protection regulations such as the General Data Protection Regulation (GDPR). This includes consent tracking, privacy notices, data retention management, and right-to-access or right-to-erasure features.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Data Privacy Policy - Click Activate (Note: Module is marked as experimental)
- Configure default privacy policy text, consent options, and contact fields under Setup → Security → Privacy Settings
🔐 Features and Capabilities
- Consent Management
- Track whether users or contacts have accepted privacy terms
- Log consent date and method (checkbox, signature, form)
- Privacy Notice Access
- Link to company data protection policies
- Automatically display notices on registration or contact forms
- Right to Access / Right to Erasure
- Generate data reports for contacts who request access
- Process and log deletion or anonymization requests
- Data Retention Rules
- Set expiration policies by module (e.g., delete old contacts after X years)
🔗 Integration With Other Modules
- Third Parties & Contacts: Consent tracking and deletion rights
- Users & Members: Display policy agreements on account creation
- Emailing: Limit campaigns to consented recipients
📊 Logging and Compliance
- Maintain an audit log of:
- Consent activity
- Policy updates
- Deletion/export requests
- Export consent records for regulators or internal review
📌 Best Practices
- Publish a clear privacy policy with contact information
- Use checkboxes and logs to document explicit consent
- Review data retention settings periodically
- Limit access to privacy-related tools to authorized users
- Monitor updates from local privacy laws to adjust practices
🚧 Experimental Module Notice
- This module is in experimental status and may change significantly between updates
- Not intended as a substitute for legal advice or a complete GDPR solution
- Recommended for use by organizations already familiar with privacy compliance